Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023

SELL
$36.76 - $43.05 $13,711 - $16,057
-373 Reduced 6.51%
5,353 $215,000
Q3 2022

Oct 25, 2022

SELL
$35.95 - $44.82 $1.17 Million - $1.46 Million
-32,578 Reduced 85.05%
5,726 $206,000
Q2 2022

Aug 03, 2022

BUY
$38.41 - $45.16 $874,787 - $1.03 Million
22,775 Added 146.66%
38,304 $1.52 Million
Q1 2022

Apr 18, 2022

BUY
$43.39 - $48.29 $673,803 - $749,895
15,529 New
15,529 $693,000
Q3 2021

Nov 01, 2021

SELL
$43.54 - $46.82 $1.02 Million - $1.1 Million
-23,523 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
$45.35 - $48.44 $1.07 Million - $1.14 Million
23,523 New
23,523 $1.09 Million
Q3 2020

Nov 06, 2020

SELL
$28.66 - $33.0 $242,348 - $279,048
-8,456 Closed
0 $0
Q2 2020

Aug 05, 2020

SELL
$22.83 - $32.98 $1,940 - $2,803
-85 Reduced 1.0%
8,456 $254,000
Q1 2020

May 07, 2020

BUY
$21.0 - $38.15 $22,092 - $40,133
1,052 Added 14.05%
8,541 $215,000
Q4 2019

Jan 15, 2020

BUY
$33.84 - $38.14 $48,289 - $54,425
1,427 Added 23.54%
7,489 $282,000
Q3 2019

Nov 05, 2019

BUY
$34.72 - $36.3 $210,472 - $220,050
6,062 New
6,062 $216,000

Others Institutions Holding DGRS

About WISDOMTREE TR US SMALL CAP QUA


  • Ticker DGRS
  • Sector ETFs
  • Industry ETFs
More about DGRS
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.